D365 Quick Tip: Est. Revenue calculations on Opportunity

Here’s a quick tip! Either let the system calculate the revenue of the Opportunity based on the Product Line Items or you can enter yourself or add your own custom logic to it.

So, there is a field on the Opportunity entity of type TwoOptions – ‘isRevenueSystemCalculated

And, as self-explanatory as its name, it will let you either set your own Revenue calculations or pull it from the Opportunity Line Details

field

You can either put this field on the form to switch while working or use custom logic (or use Default Value) to be set and keep it hidden from the user as per you requirements.

For the purpose of this blog, I’ve kept it on the form.

System Calculated

When you select System Calculated, the Est. Revenue field is locked and the Revenue is calculated from the Product Line Items.
systemCalculated

User Provided

When you select User Provided, the Est. Revenue field is unlocked and the Est. Revenue is open to enter data into it.
userProvided

Pretty straight-forward! 😊

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Talking Points in D365 AI For Sales

Overview

Talking Points is a D365 AI for Sales feature that helps you to start a conversation or bring in ice-breakers if you are going to communicate with a contact the next time.

It gives you highlights on the Contact form about what was communicated in the past and you can use that suggestion to bring it up in your conversation with the D365 Contact.

Talking Points works for the below topics –

Health, Family, Sports and Entertainment

Pre-Requisites

  1. The user who will use Talking Points must have Server Side Sync enabled for their mailbox.
  2. Make sure Analytics feature is enabled for your organization. You can find it in the Admin Center.
  3. Enable Sales AI in your D365 Organization. To learn more about Sales AI, check my post on enabling Sales AI for your Organization – Enable D365 AI For Sales in v9.1.x
  4. Turn on Talking Points by clicking on the check box
    selectTP
  5. And then clicking on Save button show on the top right corner of the screen.
    clickSave
  6. Once Talking Points preferences are saved, you can see what all you selected
    savedSettings
  7. Additionally, also make sure the card to display Talking Points is enabled on the Contact form.
    contactForm1
    visibleByDefault

Talking Points

Now, let’s see an example of it’s working.

  1. Priyesh sent me an email telling me that he’ll be late as he was at a Baseball game. And out of curiosity, asked if I follow Red Sox team.
    redSoxMail
  2. D365 AI For Sales’ Talking Points analyses the conversation and in D365’s Contact for Priyesh Wagh, shows this card telling me that Sports was being discussed/sent in the message
    talkingPoints
  3. So, if I am about to talk to Priyesh and I am looking at the D365 Contact before I speak, Talking Points can tell me what else I can talk about apart from just work.
  4. It’s a great functionality to give a more personal touch to the conversation than just discussing work, maybe.

    Enjoy exploring Talking Points.

D365 Quick Tip: Can’t add members to the default Business Unit Team

I would like to share a consideration I take while designing Teams that you might need to make certain records shareable. I faced an issue once when users started to use Default Teams created on Business Units.

And after several months, it occurred that some users from other Business Units too needed to be on that Team. And several records were already assigned to BU provided Default Teams.

Scenario

  1. Priyesh belongs to Southeast Asia BU and Somesh belongs to North America BU.
  2. Some records were assigned to North America team which is the Default Team created by BU..
  3. Priyesh wanted to be in the North America Team.
    addPriyeshToNA

    So adding North America to Teams under the user Priyesh, but I get the below error
    error

That is because you cannot add Default Teams to users in some other BUs.

Workaround

As a workaround, I only created a new Team and named it “<BU Name> – Shareable” team and assigned records to this team so that I know where I want the records to be visible as per my Security Roles setup.

structure

And hence, added the North America – Shared team for Priyesh.
addedAlternative

I would also like to hear your suggestions and any workarounds you may have. Thanks! 😊

Enable entities for Dynamics 365 App For Outlook

So, you’re all set to use D365 App For Outlook from your OWA (Outlook Web App) or even from your Desktop client. Let’s look into enabling any given entity (predefined or custom) to show up while searching in the D365 App For Outlook

Let’s say, you have these entities already enabled when you recently setup the App
noEntityDisplayed

And you don’t have your custom entity, say, Customer Subscriptions enabled yet. So let’s set that up.
actualEntity

Pre-Requisites

  1. Make sure the users’ mailbox is synced using Server Side Sync and they have been enabled to use D365 App For Outlook.
    addToApp
    You can see the above settings from Settings > Dynamics 365 App For Outlook as shown below –
    D365AppOnSiteMap
  2. Make sure the Entity is already enabled for Activities so that it can be used to track records against.
    enableActivities
    Note: I also read on other blogs stating that the entity should also be present in the Categorized Search under Settings > Administration > System Settings – General Tab. But this worked for me without it.

Enable entity for D365 App For Outlook

Now, let’s enable Customer Subscriptions to be available in the D365 App For Outlook

  1. We will need to add it in the D365 App For Outlook itself. Navigate to Settings > My Apps as shown below
    myAppsIf My Apps is missing from your SiteMap, you can refer to my blog for using the shortcut link to access it – ‘My Apps’ missing from D365 SiteMap
  2. In My Apps, find Dynamics 365 App For Outlook app and open it in the App Designer as shown
    openInAppDesigner
  3. Once you open it, on the right hand side, expand Entities
    artifactEntities
  4. Find that Customer Subscriptions (or your entity which you wish to enable) is not enabled yet.
    entityInAppFound
  5. Enable it by clicking the checkbox. It will now appear in blue and selected
    entityInAppEnabled
  6. It will also appear on the left hand side now
    entityInLeftSide
  7. Simply Save and Publish the changes.
    publishChanges

Entity is Enabled

In your Outlook (OWA of Outlook client app), when you restart or re-open open the app, you’ll see that the entity is enabled as below and you can use it to search and track records against.
entityIsEnabled

And we are done. 🙂

CDS For Apps Analytics instead of Organization Insights. Power Platform Admin Center

Now, there’s a new way of looking at Organization Insights. You would no longer to maintain a solution in D365 to look at your D365 Organization Insights.

Guess what, Organization Insights is no longer on AppSource now. I quickly searched it up and it wasn’t there.

It’s all available on https://admin.powerplatform.microsoft.com

Currently, the admin center is in Preview.

CDS For Apps analytics

  1. All your Organization Insights are available on the Common Data Service for Apps section as shown below –
    adminCenterView
  2. It has all the same info as it was in the Organization Insights.
    insights
  3. Moreover, you can download the data as well.
    downloadData
  4. Gives you a CSV of the selected type to look at the data.

Similar Analytics available for Microsoft Flow and PowerApps too.

Bye Bye, Organization Insights!

D365 PSA Quick Tip: Sync Resource Bookings with Outlook

You as a resource in an Organization are booked on projects. But are also needed to be in some meetings. But what if, someone who wants to invite you to a meeting needs to know if you’re booked on a Project/Task in D365?

In that case, Syncing your Bookings to Outlook Calendar comes handy.

Let’s say, most commonly in a Technical Services Industry where users are supposed to work on projects and they should appear as booked so that others don’t drag them to other meetings. 😊

Remember, Server Side Synchronization should be turned on for the user on their mailbox to be able to use this feature.

 

Enable Sync Resource with Outlook Feature

  1. In System Settings, navigate to Synchronization tab and enable Synchronize resource bookings with Outlook as shown below.
    enableSystemSettingLevel
  2. Personal Settings – The same needs to be done for an individual user on their Personal Settings in D365.
    personalSettingEnable

Bookings in PSA now appear in Outlook

Now, example, Priyesh is booked on Home Link Piping project on Monday, 3rd December and this is how the schedule board looks like this
scheduleBoard

As the sync happens, the Bookings will now show up in the user’s Outlook Calendar.
syncedToCalendar

Please note that Server Side Sync can take up to 15 mins to sync through as per the minimum sync cycle duration.

Hope this helps!

Enable Embedded Intelligence and configure its features in D365 v9.1

Embedded Intelligence you features like Relationship Assistant, Auto Capture and Email Engagement. Yes, you’ve seen them before in previous D365 versions and configuring them got easier in D365 v9.1

Read Policy and Accept Terms

  1. Navigate to Settings > Sales AI. Under Overview tab, click on I accept as shown below.
    acceptTerms
    Note: Make sure you read the Privacy Statement if and whether or not it violates your organization’s privacy policies.2. Once Accepted, features like Relationship Assistant, Email Engagement and Auto Capture are available to be configured as follows
    EITurnedOn

Relationship Assistant

Relationship Assistant helps you to draw your attention to what matters about the information in Dynamics 365 at that moment.

It shows you Action Cards that are relevant to the user at the given point of time and where the users can quickly take some common actions associated with it. need to take action on and are relevant given at the point of time.

Example, if an Opportunity is due tomorrow, the Relationship Assistant will show up on the Opportunity and show you this.

relationshipAssistant

Configure – Relationship Assistant
You can configure the Relationship assistant on the next tab in Sales AI itself.
configureRA

 

Email Engagement

Email Engagement will tell you how your communication is being taking shape. Track insights about the emails you send from D365 and accordingly, take your next move.

Like, you can set a reminder to follow up and track what happened to the email you sent.
emailEngagement

Configure – Email Engagement
1. Turn on Email Engagement by simply clicking on the Disabled button to Enable it.
disabledEE

2. Email engagement is turned on now.
EETurnedOn

 

Auto Capture

Get a glance of emails relevant to your D365 records but which aren’t actually tracked in D365 . You can then decide if it matters for you to pull it in D365.

autoCapture

Configure – Auto Capture
All you need is to enable Server Side Sync with your Exchange Online mailbox.

 

Hope I summarized the idea! 🙂